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Career Schwab Icims ComSales & Relationship Management

Associate Regional Bond Specialist

Orlandoonsitejunior

Posted 4 days ago · via Icims

About this role

Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us transform the finance industry together. As an Associate Regional Bond Specialist , you’ll support a team of Fixed Income specialists serving High Net Worth and Ultra High Net Worth clients by helping uncover growth opportunities, develop investment strategies, and deliver exceptional client experiences. You'll partner closely with branch teams, support client prospecting efforts, and contribute to Fixed Income events and business development initiatives. Using your Fixed Income expertise, you'll help build and execute bond strategies, including ladders and barbells, while supporting client analysis and portfolio discussions.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: teams, salesforce

2

Level fit

This role is junior-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Orlando. We weight your proximity and willingness to relocate.

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Skills in this role

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teamssalesforce

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